Helping advisors know when it's time to Break Up With Your Broker-Dealer
Breaking up is hard to do, but it's so much easier with support
Here's an outline of how We work with advisors
Identify the Signs
Identify the Signs
Identify the Signs
We've seen it so many times. Your firm doesn't celebrate you, they control your time, they control your money. All the signs are there that it's time for you to do something different. We help you identify those signs and decide when to break up. This part of the process takes the longest. Most advisors have some sense of loyalty to their
We've seen it so many times. Your firm doesn't celebrate you, they control your time, they control your money. All the signs are there that it's time for you to do something different. We help you identify those signs and decide when to break up. This part of the process takes the longest. Most advisors have some sense of loyalty to their firm or connection to the people in it. But, those things ultimately can't be the reason you stay when you have outgrown what your firm can provide.
Formulate a Plan
Identify the Signs
Identify the Signs
Once you've come to terms with the need for a move, we work through a diagnostic process to identify your goals, practice needs and wants, and your risk tolerance. All of these play into choosing the right firm and the right affiliation model with a firm. We'll evaluate firm options together and decide what deal and structure aligns best
Once you've come to terms with the need for a move, we work through a diagnostic process to identify your goals, practice needs and wants, and your risk tolerance. All of these play into choosing the right firm and the right affiliation model with a firm. We'll evaluate firm options together and decide what deal and structure aligns best with what you need. We'll also work through your ideas for future business growth to get you focused on the excitement of your move!
Break Up!
Identify the Signs
Break Up!
Based on our plan, we choose a breakup date. This date will be based on a number of factors like pay schedules and seasonal events. But, when we're ready to pull the trigger we begin the process of moving into your new firm. There are a lot of moving pieces. Just like moving to a new house, packing up everything, and unpacking it at your
Based on our plan, we choose a breakup date. This date will be based on a number of factors like pay schedules and seasonal events. But, when we're ready to pull the trigger we begin the process of moving into your new firm. There are a lot of moving pieces. Just like moving to a new house, packing up everything, and unpacking it at your new firm isn't always the most fun but, it's worth it in the end for the new tools and resources you'll have available to you.